today mike selly is with us from ya finance and randy bateman and peter anderson from congress asset asset management and our own rick santelli. thanks so much for seeing us. thanks for joining us. randy, how are you allocating capital in a market on the doorstep of all-time highs? >> we obviously still like the equity market. you know, there were so many uncertainties coming into this new year, and now a lot of those uncertainties have been wiped away with the budget ceiling and the tax situation that i think gives us a great deal of improvement, but as dandy don used to say when he hosted "monday night live," when it became obvious, he used to sing "turn out the lights, the party is over," and i think that's what's happening now. investors are realizing that the bond market party may be over, and it's time to shift to equities. >> let me ask you again. how are you allocating capital then in. >> we like a lot of sectors in the equity market. we like energy, materials and industrials, and some of the technology names are looking really pretty right now. >> rick, it's a perfect segue